Create manually

When creating a company there are different informations to take into account.
Let's take a look at them.

Company: The name of the company
Belongs to: Search for a company to add a hierarchical connection. This will add the company you are creating under the company selected here
Invoice headquarters: By checking this option, any invoices created on this company task will be addressed to the company above
Description: Add a description of this company
Change picture: Add a picture to this company
Delivery: This section is related to the address of the company. The delivery address will later be used when doing activity like tasks on this company. Any tasks created on this company will have that address as the delivery
- Address: The street name, number and apartment
- Address 2: A secondary field that can be used to specify the address
- Postcode: The postcode
- City: The city
- Country: The country
Invoicing: This section is used for the invoicing information. Whenever invoicing these information are used to address the invoice to the correct address
- Address: The street name, number and apartment
- Address 2: A secondary field that can be used to specify the address
- Postcode: The postcode
- City: The city
- Country: The country
- Invoice name: The name used on the invoice
- Invoice email: The mail address the invoice should be sent to
- Payment terms (incoming): When receiving invoices (EDI) you can choose the payment terms
Tel no.: The primary company telephone number
Fax: The fax number for the company
Email: The primary contact email
Customer number: The customer number for this company. Used as a unique identifier and to share information about a company to any external system. Some integrations will assign a customer number automatically.
Creditor number: The Creditor number for this company. Used as a unique identifier and to share information about a company to any external system. Some integrations will assign a creditor number automatically.
VAT no: The VAT number for the company
VAT (%): The VAT % used a specific company. Only to be used if there is a need to deviate from the global setting for VAT.
EAN: The number used for invoicing electronically
WWW: The website for a company
Trade: The trade of a company
Our ref.: A responsible Microbizz user for a company
Seller: A sales responsible Microbizz user for a company
Team: Add a Microbizz team to assign a company to a team. important for searching, grouping or to use the policies functions
Budget area: When receiving electronic invoices, all products will be assigned this budget area
Type: The company type
Subcontractor: Check this to mark this company as a subcontractor
Prospect: Toggle the prospect option for the company. Used to show a potential customer
Start date: Use this to show when the customer started being active
Expiration date: Use this to show when the customer started being inactive
Request GDPR consent?: Sends a GDPR request to the company
Allow zero invoicing: This option allows the system to keep invoice lines of a price of 0,- even if the global option in the system doesn't allow it

Their reference

When creating a customer it's also possible to create a contact person, which will automatically be added as the primary reference to this company.

It's also possible to add other persons afterwards, which you can learn about in the person section.

First name: The first name of the person you are creating
Surname: The surname of the person you are creating
Title: The title of the person (eg. CEO, CTO, etc)
Role: The person role
Email: The email of the person that is used for receiving mail updates from Microbizz or other users
Telephone number: The telephone number of the person, which is used to contact the person either by a colleague or the system
Mobile number: The mobile number of the person, which is used to contact the person either by a colleague or the system

Create via CVR

This function will save you some time when creating a new company in Microbizz. It is possible to load information about the company e.g. addresses etc. from an external CVR database.

To use this function you'll need to access the CRM module, then Company and the Create via CVR.

Here you'll need to type in a customer number if you already know what this should be - or else you can wait till the next step.

You'll then type in the CVR number and select a customer type.

You can also select if this is a prospect.

When you've entered the information you want click on Create.

After pressing create, the system will lead you forward to the company creation page with some information already filled in.

From here on, it's the same as creating a regular company as described in this section.

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